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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,603 | $134,001-83.9% | $112,258-80.8% | $134,509-83.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 43.31% | 47.15%-3.8pp | 27.47%+15.8pp | 418.13%-374.8pp |
| Employer contribution / active EE | $9,346 | $4,039+131.4% | $3,636+157.1% | $4,741+97.1% |
| Participant deferral / active EE | $2,814 | $5,291-46.8% | $4,728-40.5% | $6,400-56.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |